About Us

Helping you grow more than wealth
You have unique goals, reaching them is a joint effort.

Chris focuses on developing personalized strategic solutions to address the complex needs of high-net-worth individuals, families and business clients. Portfolio performance and client satisfaction are his primary business objectives. Client focus is on private portfolio management, fixed income, estate planning services, business financial services, as well as wealth preservation and legacy transfer services.

You and your family deserve an overall wealth management plan that is designed to effectively address your specific financial needs in order to help achieve your life goals.